An important article not only for the analysis of the U.S. Presidential candidates’ election prospects but also for the intrinsic merit (or, otherwise) of exit polls.

India

Nishith Desai Associates say that India’s corporate litigation landscape has been completely changed (for the better, of course) with the notification of the National Company Law Tribunal and the National Company Law Appellate Tribunal.

US returns 200 artefacts worth USD100mn to India. How India cares for them is the next thing to watch.

Sanjeev Sanyal says that India’s demographic dividend would last only a generation as fertility rates decline (May 26, 2016)

New York Times is persuaded to acknowledge that PM Modi’s address to the U.S. Congress marked a new moment in the relationship.

China says will not be bullied over pending international court ruling on South China Sea. Is that really news?

Bonnie Glaser on China’s policy autism on display at the Shangri-La dialogue in Singapore

For the Nikkei Asian Review, Daniel Twining of the German Marshall Fund hints at what would make China pause in its aggressive expansion in the South China Sea.

James Crabtree (former FT correspondent in India) writes about what he heard at the Shangri-La Dialogue in Singapore

This short interview of Charlene Chu in and with Bloomberg is well worth a read

Financial Markets

James Mackintosh (formerly with FT) calls the 2% yield on the 50-year gilt in the UK totally bonkers. Have to agree.

Soros back to trading and is bearish – most have read it already but worth re-reading the last paragraph

Bloomberg has a Brexit tracker up to June 23. Today (09th June)’s score is only 24%. It is based on financial market variables such as corporate bond spread, the exchange rate of sterling, etc. ‘Economist’ has a tracker and that shows a ‘too close to call’ race.